UNKNOWN

FEED

Contribute to the sales team's goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce. At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm.

Altruist Corp

Sales Executive, Southeast Territory

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Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel Financial Corp

Client Service Associate

The CTS Team will take ownership of updating client tax documentation (W-Series Forms and CRS Forms) and manage day-to-day tax related queries, dealing directly with clients, as well as managing and supporting a number of client tax related projects. This is a client facing role, that involves working directly with Private Banking Teams and clients, along with partner organizations including Front Office (Bankers), Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax.

YEAR

Citigroup Inc

Client Tax Service Officer

Essential Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts; may take active role in meetings Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive Creates and maintains client files in accordance with office procedures.

Aon Plc

Commercial Lines Select Business Account Manager (FL - Remote)

A leading public accounting and advisory firm is seeking a Tax Manager to oversee complex tax engagements for high-net-worth individuals, professional services clients, trusts, partnerships, and related entities. This role is highly client-facing and offers the opportunity to lead sophisticated tax planning and compliance engagements while mentoring teams and contributing to long-term client growth.

Spartan Placements

Tax Manager

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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners, developers, operators, family offices, and closely held real estate businesses.

TAG EisnerAmper, LLC (Inactive)

Tax Director - Real Estate

5+ years of experience in product design, UX, or HCI, with a proven ability to execute high-craft, technically informed solutions, and a personal track record of shipping complex work end-to-end. Own design end-to-end for a core area of the Dispatch platform: the custodian and data workflows at the center of how firms move and manage client data.

Dispatch

Senior Product Designer

Your primary focus is on growth - increasing “wallet share” through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management’s capabilities (products and services). As the Relationship Manager you will offer value-added client solutions and demonstrate the ability to “close the deal”; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.

Deutsche Bank

Senior Relationship Manager - LATAM

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What You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel

[AW]-iCims

The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

Korean Business Network - Private Tax Manager

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The expected salary range for this position is $100,000 - $110,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. While restaurant clients represent our primary focus (from white-glove establishments to fast-food operations), this role also involves supporting clients across various other industries.

Hub International

Senior Workers Comp Claims Advocate

We are seeking high-performing commercial bankers currently operating within major financial institutions or established regional banks who are looking to leverage the scale, balance sheet strength, and product breadth of a globally significant banking platform in the South Florida market. Our client operates one of the largest commercial banking platforms in the industry, serving middle-market and corporate clients with integrated lending, treasury, and advisory solutions.

Agius & Partners SA

Senior Commercial Relationship Manager

Santander Private Banking International has a global presence that provides us with in-depth knowledge of local markets, offering solutions tailored to local contexts aligned with a global vision. As the main point of contact for the client, the Banker's primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new clients.

Banco Santander (Brasil) SA

Private Banking - Banker - Argentina Coverage - Miami, FL

Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.

Bank of America

Sr Relationship Manager - Global Commercial Bank - Middle Market

Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.

HOUR

Business Banking Sr. Relationship Manager - Miami, FL - Miami Metro Market

Our cloud-based platform empowers financial advisors, asset managers, and enterprise firms with scalable managed account solutions that simplify investment management and enhance the advisor and client experience. Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology company dedicated to transforming the wealth management industry through innovative technology and exceptional client service.

SmartX Technology Solutions Inc

Billing Specialist

Responsibilities: Originate and close new correspondent clearing relationships within Axos Clearing's ideal client profile, with a focus on broker-dealers and hybrid RIA wealth management firms. This role manages long-cycle, complex sales processes involving broker dealers and hybrid RIAs and serves as the executive sponsor throughout due diligence, conversion, and post launch growth.

Axos Bank

VP, Regional Sales Executive

In this role, you’ll build and deepen relationships with business owners and high-net-worth clients, originate and structure commercial real estate, commercial and industrial, and home equity lending solutions, and manage a portfolio of lending and deposit relationships. Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.

Ocean Bank

VP; Relationship Manager - PCS

Alongside that, you will support our group corporate structure across the US, Switzerland, Luxembourg, and Germany, such as shareholder matters, financing rounds, stock option plans, and the general housekeeping that keeps a fast-growing group in good order, as well as liaise with local counsel and coordinate on any investor-related matters. Review and negotiate transaction documents for US growth equity and pre-IPO deals and private fund investments, including subscription agreements, side letters, LPAs, term sheets, and co-investment documentation.

Wealth Advisor Jobs in Miami, FL

Sales Executive, Southeast Territory Altruist Corp

Client Service Associate Stifel Financial Corp

Client Tax Service Officer Citigroup Inc

Commercial Lines Select Business Account Manager (FL - Remote) Aon Plc

Tax Manager Spartan Placements

Tax Director - Real Estate TAG EisnerAmper, LLC (Inactive)

Senior Product Designer Dispatch

Senior Relationship Manager - LATAM Deutsche Bank

Client Service Associate Stifel

Salesforce Delivery Lead - Financial Services Accenture Plc

Korean Business Network - Private Tax Manager PwC

Senior Workers Comp Claims Advocate Hub International

Senior Commercial Relationship Manager Agius & Partners SA

Private Banking - Banker - Argentina Coverage - Miami, FL Banco Santander (Brasil) SA

Sr Relationship Manager - Global Commercial Bank - Middle Market Bank of America

Business Banking Sr. Relationship Manager - Miami, FL - Miami Metro Market Bank of America

Billing Specialist SmartX Technology Solutions Inc

VP, Regional Sales Executive Axos Bank

VP; Relationship Manager - PCS Ocean Bank

Legal Counsel (f/m/d) Stableton Financial AG

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